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Livestream: Watch Elon Musk at IAC2017 as he reveals Mars plan
Here’s how you can watch a livestream of Elon Musk at IAC2017
After many months of teasers from Elon Musk and SpaceX, Musk is about to give a presentation on SpaceX’s updated Big Falcon Rocket, which is expected to one day bring humans to Mars and potentially even support a city-sized colony on the planet.
Musk’s 2016 presentation on the Interplanetary Transport System captured the imaginations of many people, kindling the sort of excitement he has always hoped to inspire. Sitting in the audience during his Guadalajara, Mexico talk, his esoteric desire to make people excited to get out of bed in the morning resonated with me.
Updated: Elon Musk teases SpaceX-built cities on the Moon and Mars
Nevertheless, we now find ourselves almost exactly one year after his 2016 talk, and many things are believed to have changed with both SpaceX’s interplanetary colonization strategy and the hardware the company expects to develop to accomplish that colonization. Musk has said that tonight’s presentation will focus on the how of SpaceX’s Mars colonization efforts, entailing a somewhat smaller booster and spaceship with “major improvements”, as well as some “unexpected applications” for the vehicle.
Major improvements & some unexpected applications to be unveiled on Friday at @IAC2017 in Australia
— Elon Musk (@elonmusk) September 25, 2017
What exactly those unexpected applications might be is fittingly unclear, if they are indeed less than obvious. More obvious applications for a fully-reusable heavy launch vehicle include
- More affordable access to orbit
- Mass launches of satellite constellations
- Off-the-shelf access to the surface of the Moon
- Space tourism in Earth orbit
- Cheaper and simpler space stations in a single launch
- Direct and rapid access to the Outer Solar System for more complex planetary exploration missions
These are just a handful of the potential uses and benefits that could be derived from a fully-reusable heavy launch vehicle like the Big Falcon Rocket (BFR). Unexpected or not, the near-Earth utility of a theoretical BFR is undeniable.
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- SpaceX’s massive carbon fiber liquid oxygen tank seen testing in Northern Washington. BFR’s tankage will be 25% narrower, and thus easier to manufacture. (SpaceX)
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- SpaceX’s Raptor engine seen conducting a live fire test last year. (SpaceX)
Aside from additional information on those unexpected applications, we can expect several exciting tidbits. Musk has teased new and improved videos of their Raptor rocket engine conducting live-fire tests, and we also have reason to believe that his talk will be accompanied by an equally slick and thrilling collection of renders of the updated BFR in action. Mirroring last year’s rather shocking unveiling of physical hardware development in the form of Raptor’s first test fire and a massive carbon fiber propellant tank, I personally expect to see confirmation of still more tangible hardware development.
A growing amount of recent news pointing to Boca Chica, Texas as the first launch site for SpaceX’s massive new rocket may also lead to an official statement from Musk himself either confirming or denying this, maybe accompanied by a tentative schedule for pad development. Regardless of what is revealed, tonight’s presentation is bound to be yet another exceptional opportunity to hear Musk wax poetic about SpaceX’s desire to make humanity a multiplanetary species.
We’ve embedded a livestream of Elon Musk’s upcoming presentation SpaceX IAC2017 presentation scheduled to begin at the following times:
- Friday at 2 p.m. Australian Central Standard Time
- 12:30 p.m. China Standard Time
- 6:30 a.m. Central European Standard Time
- 5:30 a.m. British Summer Time
- 12:30 a.m. Eastern Daylight Time
- Thursday at 9:30 p.m. Pacific Daylight Time
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
